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Agency Reports

Agency Reports counts the staffing requests you raised over a period, the hours they asked for, how many of those hours an agency confirmed, and which officers worked them. Organisations see every agency they work with; an agency sees only the requests shared with it and its own officers. It is also where the SIA Compliance and Right to Work reports are opened from.

Who can use it?

Role Sees
Admin, Manager Every request your organisation raised, across all agencies
Agency Admin, Agency Coordinator Only requests shared with their agency, and only their own officers
Control Nothing — no menu entry, and opening it directly reads Access Denied

Open Reports → Agency Reports. Agency users find it in the same place, and from View Reports in their dashboard's Quick Actions.

How do I run it?

  1. Set the two dates, or use a Quick link: This Month, Last Month, This Quarter, Last 30 Days. It opens on the current month.
  2. Narrow it if you want. Organisations get All Sites, All Agencies and All Officers; agencies get All Officers only.
  3. Choose Summary or Detailed.

The report runs again by itself whenever you change any of these. Refresh runs it again as it is. A range can be at most 366 days.

What does the Summary show?

Part What it counts
Total Requests Every request dated in the range, whatever its status
Total Hours The hours those requests asked for — each request's hours × the number of officers it wanted — leaving out cancelled requests
Billable Hours The hours on Confirmed requests
Efficiency Rate Billable Hours as a share of Total Hours: how much of what you asked for was confirmed
Request Status Breakdown How many requests are at each status, cancelled ones included
Agency Performance Per agency: the requests shared with it, their hours, the confirmed hours it holds, and its efficiency
Site Activity Per site: requests and hours
Top Performing Officers The ten officers with the most hours worked, with their agency and number of assignments

Agency Reports signed in as Alison Hartley, with SIA Compliance, Right to Work, Export and Refresh in the header. The filters read 07/09/2026 to 13/09/2026, All Sites, All Agencies, All Officers and Summary, with Quick links This Month, Last Month, This Quarter and Last 30 Days. Four cards: Total Requests 5, Total Hours 48h, Billable Hours 12h in green, Efficiency Rate 25%. Request Status Breakdown: 2 Open, 1 Proposed, 1 Confirmed, 1 Cancelled. Agency Performance has one row — Trentside Security Personnel, 4 requests, 48h, 12h billable, 25%. Site Activity lists Meadowhall Distribution Centre, 3 requests, 36h, and Cardiff Bay Retail Park, 1 request, 12h.

Top Performing Officers only appears once officers have hours worked in the range — from the shift's arbitration if there is one, otherwise the officer's clock-in and clock-out, otherwise the hours the agency recorded. The demo week above is still to be worked, so it has none yet.

An agency's Summary has the four cards, the status breakdown and its own top officers. It has no Agency Performance or Site Activity. Its Billable Hours are the confirmed hours its own officers hold — never hours on a request another agency won.

What does Detailed show?

One row per assignment — an officer confirmed onto a request — newest first: Date, Site, Officer, Agency, Start Time, End Time, Scheduled Hours, Worked Hours and Status.

Agency Reports signed in as Rhys Llewellyn of the agency, with only SIA Compliance, Export and Refresh in the header and only the dates, All Officers and Detailed in the filters. The Detailed Assignment Report, subtitled Complete list of assignments for the selected period, has one row: 9 Sept 2026, Cardiff Bay Retail Park, Ewan Sinclair, Trentside Security Personnel, 20:00 to 08:00, 12h scheduled, a dash for worked hours, and a black Confirmed badge.

Worked Hours reads a dash until there is something to show. It also stays a dash when the clocked time is far longer than the shift — a missed clock-out, usually — until someone arbitrates it. The start and end times show seconds, as above.

How do I export it?

Press Export and choose CSV or Excel to download the report on screen — Summary or Detailed, with the same filters. The button is greyed out until a report has loaded. Every export is recorded on the audit trail, an agency's on its own agency audit trail.

What are the SIA Compliance and Right to Work buttons?

Two more reports, opened from this screen's header.

  • SIA Compliance — every agency officer with their SIA licence number, type, expiry and status, and a link to the public SIA register to check them by hand. An organisation sees the officers who have worked its requests, and can filter by agency; an agency sees all its own officers, and can filter by organisation. See SIA licences: what is recorded.
  • Right to Work — the right-to-work documents of agency officers who have worked your sites. Shown to anyone holding documents.view.agency_rtw (Admin and Manager by default). See Check agency officers' right to work.

If it goes wrong

What you see What it means
This report did not load — You do not have permission to view agency reports. Your role cannot use it.
This report covers at most 366 days; … Narrow the date range. The range is too long. Narrow it.
No Report Generated The report has not loaded. Press Generate Report.
Billable Hours lower than you expected Only Confirmed requests count. Open and proposed ones are in Total Hours only.
An officer missing from Top Performing Officers They have no hours worked in the range yet, or their request was cancelled.
Export is greyed out No report has loaded yet.

Last updated 2026-10-09